# 3xEquity

> 3xEquity is a Kirkland, Washington firm that helps financial advisors change broker-dealers on their own terms. Instead of fielding recruiter calls one at a time, an advisor fills out a short form and 3xEquity brings back competing transition offers from a network of 200-plus broker-dealers and RIAs - usually within a few days, anonymously, and at no cost to the advisor. It also sells certified practice valuations and fee-analysis reports that tell advisors what their business is actually worth. In May 2026 the company was acquired by Elite Consulting Partners.

- **Founded:** 2011
- **Headquarters:** Kirkland, Washington, United States
- **Founders:** Jeff Crosby (CEO & Founder), Chris Stacey (Founder & COO)
- **Team size:** ~8 employees
- **Products:** Transition Offers, Certified Practice Valuations, Fee Analysis, Practice Financing, Broker-Dealer Directory & Advisor Education
- **Notable:** Built a network of 200+ broker-dealers and RIAs that compete for advisors' business, Delivers multiple custom transition offers in as little as 2-4 business days while keeping advisors anonymous, Certified valuations accepted by lenders including Live Oak Bank and for SBA financing

## Products & services

- **Transition Offers** — 3xEquity collects competing transition packages from a network of 200+ broker-dealers and RIAs, typically delivering multiple custom offers within 2-4 business days. The advisor stays anonymous until they choose to engage, and the service is free to the advisor.
- **Certified Practice Valuations** — A 23-page certified valuation report covering practice metrics, profit-per-client, peer benchmarking, five-year revenue trends and ten-year value projections, tax implications and deal terms. Priced at $1,395 and delivered in 3-5 business days; accepted by lenders including Live Oak Bank and for SBA financing.
- **Fee Analysis** — A review that surfaces hidden administrative and platform costs, which 3xEquity says can amount to $250,000-$500,000 in recoverable annual revenue for a practice.
- **Practice Financing** — Financing solutions that help advisors fund practice acquisitions and succession deals, backed by certified valuations.
- **Broker-Dealer Directory & Advisor Education** — A public resource comparing broker-dealers plus an ongoing blog and events program covering transitions, valuations and industry moves.

## Achievements

- Built a network of 200+ broker-dealers and RIAs that compete for advisors' business
- Delivers multiple custom transition offers in as little as 2-4 business days while keeping advisors anonymous
- Certified valuations accepted by lenders including Live Oak Bank and for SBA financing
- Acquired by Elite Consulting Partners in May 2026 after more than 15 years operating
- Founder Jeff Crosby is a Barron's Top Advisor with 30+ years in wealth management

## Latest updates

- **2026-05** — Elite Consulting Partners acquired 3xEquity; the platform continues as a standalone brand with plans to add valuation services, enterprise subscriptions, licensing and expanded M&A and succession support.

## Links

- Website: https://3xequity.com
- LinkedIn: http://www.linkedin.com/company/3xequity
- Twitter/X: https://twitter.com/3xEquity
- Facebook: https://facebook.com/3xequity

---

Profile page: https://yespress.io/3xequity
Published by YesPress — https://yespress.io
Last updated: 2026-08-21